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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,170 | $103,393-39.9% | $87,103-28.6% | $152,909-59.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.86% | 28.10%-10.2pp | 28.19%-10.3pp | 345.46%-327.6pp |
| Employer contribution / active EE | $6,301 | $3,221+95.6% | $2,521+149.9% | $4,764+32.3% |
| Participant deferral / active EE | $10,434 | $4,778+118.4% | $4,049+157.7% | $5,851+78.3% |
| Admin fee / account holder | $50 | $12,195-99.6% | $7,491-99.3% | $11,601-99.6% |